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| Provider | Service type | Compensation |
|---|---|---|
ANEW 401K TPA LLC2+ years Service code 49 · EIN 81-1963646 PO BOX 43991 · LOUISVILLE, KY 40253 | Other Services | $0 |
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
OTTO FEDDERN2+ years Service code 71 · EIN 20-5449749 603 NORTH SHORE DRIVE · JEFFERSONVILLE, IN 47130 | Brokerage Fees | $0 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 · EIN 39-1816008 47 PARK PLACE · APPLETON, WI 54914 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,506 | $46,297-38.4% | $71,671-60.2% | $62,293-54.2% |
| Participation rate | 33.3% | 60.6%-27.3pp | 68.7%-35.4pp | 69.5%-36.2pp |
| Annual return | 12.01% | 22.32%-10.3pp | 20.65%-8.6pp | 28.90%-16.9pp |
| Employer contribution / active EE | $159 | $1,412-88.8% | $2,460-93.6% | $2,042-92.2% |
| Participant deferral / active EE | $977 | $2,235-56.3% | $3,438-71.6% | $3,169-69.2% |
| Admin fee / account holder | $8 | $461-98.2% | $5,558-99.9% | $479-98.3% |